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Reports Console perspective (new) Items

New Merchant

Type:    Form

Description: Provides access to creation of a new Merchant.

Items:

Synchronize with external sources

Indicates whether the information is synchronized with external sources.

Save		Saves all changes on the form.

Close

Closes the form without saving any changes.

Merchant

Includes general information about the merchant.

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Portfolio

Reference to the entity that represents the portfolio attached to the merchant. References: Merchant.Portfolio FK

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Tax ID

Federal Tax identifier of the company. References: BusinessInfo.federalTaxId

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Verify

Allows to verify entered Federal Tax ID.

Reseller

Reference to the entity that represents the reseller associated with the merchant. References: Merchant.Reseller FK

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Reset Defaults

Allows to apply selected reseller settings to the merchant.

Profile

A set of parameters that are used to govern the setup of the merchant with the respect to its merchant account, merchant IDs, descriptors and deposit accounts. Its parameters define how a merchant / merchant account should be configured.

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Accounts:

Defines whether it is a multi-location / multi-terminal or single-location / single-terminal merchant

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Single

If this flag is activated, everything is configured at the merchant level. Other parameters in the profile are ignored.

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Multiple

If this flag is activated, multiple accounts are setup. The settings are configured based on the remaining parameters within the profile.

Tax IDs:

Defines whether a single federal tax ID is used for all locations or whether separate tax IDs are specified for each location.

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Single

A legal entity owning the tax ID is represented with a merchant. Background verification is done on merchant level.

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Multiple

A legal entity owning the tax ID is represented with an account. Bbackground verification is done on account level.

Descriptors:

Is the text that appears on cardholder’s statement and explains the nature of a charge. Defines the desired number of descriptors (soft descriptors) to use for transactions processing.

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Single

Single descriptor is used for all transactions. Single merchant ID (MID) is required for processing.

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Multiple

Multiple descriptors are necessary for the majority of processors. Multiple MIDs are required for processing - one MID per descriptor.

Deposit Accounts:

Defines the number of deposit accounts to use for remittance.

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Single

All the remittance settings are configured on the merchant level. Regardless of the number of MIDs all of the money is funded to a single deposit account regardless of the number of merchant accounts used.

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Multiple

All the remittance settings are configured on the merchant account level. The money processed to each merchant account is funded separately in a separate deposit account.

Recurring Fees:

Defines how the monthly fees are charged.

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Per Merchant

This type of fee is charged only once regardless of merchant accounts number.

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Per Account

This type of fees is charged for each account setup under a merchant.

Type		Allows to select an appropriate type of merchant account.

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Merchant

Indicates that the type of a merchant that is going to be created is merchant.

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Remitter

Indicates that the type of a merchant that is going to be created is remitter.

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Reseller

Indicates that the type of a merchant that is going to be created is reseller.

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Fee Processor

Indicates that the type of a merchant that is going to be created is fee processor.

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Affiliate

Indicates that the type of a merchant that is going to be created is affiliate.

ID		Internal identifier of a Merchant Account "Submerchant" within the system. For more see Merchant Account Code.

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Generate

Allows to create a new merchant number in the system.

Code		Unique identifier of the merchant generated by the gateway. References: Merchant.id

Name		The DBA name of the merchant. References: Merchant.name

Active

Indicates whether the record is active and can process through the system. References: Merchant.isActive

Time Zone

Time zone of a merchant. References: Merchant.timeZone

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Time Zone

Time zone of a merchant. References: Merchant.Time Zone Code

Password

Merchant's password for transaction processing API. This value in combination with Merchant Code serves as a set of credentials to authenticate the submitter of a transaction. References: Merchant.password

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Generate

Allows to create a new unique password for the merchant.

Confirm Password

Merchant's password for transaction processing API. This value in combination with Merchant Code serves as a set of credentials to authenticate the submitter of a transaction. References: Merchant.password

Fee Processor

Reference to the entity that reresents processor's fee. References: Merchant.Fee Processor FK

Channel

Reference to the entity that represents the channel. References: Merchant.Channel FK

Create Date

Date when the record was created. References: Merchant.Create Date

FTP Access Required

Indicates whether an FTP folder associated with the merchant should be created.

Notes

Any notes related to this Merchant Account.

Contact Information

Includes contact information of merchant to be used to discuss any processing issues.

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Copy From

Allows to copy the information from the selected source.

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business-info

Allows to copy the information from the business information of the merchant.

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primary-owner

Allows to copy the information from the primary owner information of the merchant.

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contact-info

Allows to copy the information from the available contact information of the merchant.

Contact Name

Name of the primary business contact for the merchant. References: MerchantContactInfo.contactName

Street 1

Street address (line 1) of the Merchant's postal address. References: MerchantContactInfo.street1

Street 2

Street address (line 2) of the Merchant's postal address. References: MerchantContactInfo.street2

City		City of the Merchant's postal address. References: MerchantContactInfo.city

Country

Country code of the merchant. References: MerchantContactInfo.countryCode

State/Province/Region

State of the Merchant's postal address. References: MerchantContactInfo.state

Zip Code/Postal Code

ZIP code of Merchant's postal address. References: MerchantContactInfo.zipCode

Phone

Merchant's contact phone. References: MerchantContactInfo.phone

Fax		Merchant's fax number. References: MerchantContactInfo.fax

Email

Merchant's contact email. This value is used to send remittance statements. References: MerchantContactInfo.email

Submerchant

Includes general information about submerchant.

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Name

Name of the submerchant in thesystem.

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Code

Code of the submerchant in thesystem.

Terminals

Includes various settings for creating one or more terminals for test purposes.

Enter Terminal ID Range

Includes terminal ID range.

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From

Minimum value of terminal ID range.

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To

Maximum value of terminal ID range.

Details

Includes detailed information about terminals associated with this merchant.

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Type

Reference to the entity that represents enumeration of possible types of terminal. References: .type

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Automated Fuel Pump

Indicates terminals associated with fuel stations. The client can pay for fuel by inserting a credit or debit card or a fuel card into a slot on the pump.

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Kiosk

Indicates an interactive kiosk (a computer terminal) for minor payments.

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General POS

Indicates general POS terminal.

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Virtual

Indicates virtual terminal.